← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1301	PO Private Ocean San Rafael, California	$28K	$0	2	0.01%	Maintained
1302	SFM Signet Financial Management Parsippany, New Jersey	$28K	-$341K	1	0.01%	Reduced
1303	CFFP Center for Financial Planning Southfied, Michigan	$27K	-$2K	1	0.01%	Reduced
1304	CYG Clean Yield Group Norwich, Vermont	$26K	-$17K	1	0.01%	Reduced
1305	LOIM Liberty One Investment Management Libertyville, Illinois	$26K	+$24.2K	1	0.01%	New
1306	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$26K	+$25.2K	3	0.01%	New
1307	Sageworth Trust Lancaster, Pennsylvania	$26K	+$732	4	0%	Increased
1308	PIMG Patriot Investment Management Group Knoxville, Tennessee	$24.9K	+$24.6K	4	0%	New
1309	CCA Column Capital Advisors Indianapolis, Indiana	$24K	-$5.07K	5	0.01%	Reduced
1310	MI Markston International White Plains, New York	$23K	$0	1	0%	Maintained
1311	WB Webster Bank Waterbury, Connecticut	$22K	$0	1	0%	Maintained
1312	FP Financial Perspectives Minneapolis, Minnesota	$21.3K	$0	1	0.02%	Maintained
1313	HFA HC Financial Advisors Lafayette, California	$21K	+$445	2	0.02%	Increased
1314	TD Ameritrade Investment Management Omaha, Nebraska	$21K	+$6.2K	3	0%	Increased
1315	AWW Alan W. Weber	$20K	$0	1	0.01%	Maintained
1316	PP PrairieView Partners St. Paul, Minnesota	$20K	$0	2	0%	Maintained
1317	BAM Bellevue Asset Management Bellevue, Washington	$19K	-$1.1K	4	0.02%	Reduced
1318	SA SRH Advisors Salina, Kansas	$19K	-$12.6K	2	0.05%	Reduced
1319	Credit Agricole Montrouge Cedex, France	$18K	+$16.8K	1	0%	New
1320	FCB First Command Bank Fort Worth, Texas	$18K	-$15K	1	0.01%	Reduced
1321	FCFS First Command Financial Services Fort Worth, Texas	$18K	-$15K	1	0.01%	Reduced
1322	HS Horan Securities Cincinnati, United States	$18K	-$5K	1	0.02%	Reduced
1323	MCA Mercer Capital Advisers Little Silver, New Jersey	$18K	$0	1	0.01%	Maintained
1324	TF Tompkins Financial Ithaca, New York	$18K	$0	1	0%	Maintained
1325	Arkadios Wealth Advisors Atlanta, Georgia	$17.6K	-$267	3	0.01%	Reduced